Roosevelt Warm Springs Foundation
Roosevelt Warm Springs Foundation is a private foundation, based in Boston, MA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $5.8M in total assets. In 2025, it awarded 7 grants totaling $262K. Net investment income was $255K.
Roosevelt Warm Springs Foundation at a glance
In short: Roosevelt Warm Springs Foundation gave $262K across 7 grants in 2025 (avg $37K), top state Georgia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $261,967
- +49.2% vs 2024
- Grants made (2025)
- 7
- +75.0% vs 2024
- Average grant
- $37,424
- -14.8% vs 2024
- Median grant
- $30,000
- Total assets
- $5,847,989
- +6.8% vs 2024
- Primary geography
- Georgia (38% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Roosevelt Warm Springs Foundation funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was Augusta Univeristy Research Institute Inc ($99K). Together the top 7 received $262K.
Grant Size Distribution
33 grants across all recorded years
The most common grant size was under $50K: 21 grants of 33 (64%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
States
Cities
How Roosevelt Warm Springs Foundation gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $176K (2024) to $340K (2023). In 2025 it made 7 grants totaling $262K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Augusta Univeristy Research Institute Inc Augusta, GA | Support General Operation | $99,067 |
| International Rescue Committee New York, NY | Support General Operation | $50,000 |
| World Central Kitchen Inc Washington, DC | Support General Operation | $50,000 |
| Inclusion Zone Inc DBA FDR Memorial Legacy Committee Washington, DC | Support General Operation | $30,000 |
| Lubec Community Center Lubec, ME | Support General Operation | $20,400 |
| Roosevelt Unversity Chicago, IL | Support General Operation | $10,000 |
| Frances Perkins Center Newcastle, ME | Support General Operation | $2,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $5,847,989 | $372,756 | $347,875 | $261,967 | 7 | $269,569 | $254,975 | $275,737 |
| 2024 | $5,474,844 | $390,893 | $248,417 | $175,630 | 4 | $182,168 | $303,551 | $242,100 |
| 2023 | $4,527,950 | $106,554 | $410,066 | $340,000 | 9 | $347,482 | $89,706 | $215,813 |
| 2022 | $4,358,228 | $282,464 | $347,082 | $262,755 | 8 | $270,753 | $183,418 | $250,502 |
| 2021 | $5,996,849 | $461,400 | $345,065 | $265,000 | 5 | — | $350,470 | $270,748 |
| 2020 | $5,279,342 | $305,137 | $275,444 | $199,000 | 7 | — | $209,137 | $239,526 |
| 2019 | $4,816,558 | $338,034 | $395,345 | $310,903 | 6 | — | $240,040 | $231,913 |
Under IRS private-foundation payout rules, Roosevelt Warm Springs Foundation reported a distributable amount of $276K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Roosevelt Warm Springs Foundation is led by James Roosevelt Jr., President & Chairman since 2020 (on filings since 2019); none of the 6 officers listed in 2025 report compensation.
Officers on the 2025 filing
James Roosevelt Jr.
President & Chairman
President → President & Chairman, 2020
On filings since 2019
1 hr/week
No compensation reported
Anne E. Roosevelt
Vice President
On filings since 2019
1 hr/week
No compensation reported
Matthew J. Roosevelt
Vice President
On filings since 2019
1 hr/week
No compensation reported
Michael A. Roosevelt
Secretary
On filings since 2019
1 hr/week
No compensation reported
Tracy Roosevelt
Treasurer
Vice President → Treasurer, 2020
On filings since 2019
1 hr/week
No compensation reported
Margi Browne
Vice President
On filings since 2020
1 hr/week
No compensation reported
Former officers (1)
- Former: Edward J. Davis (2019) — Treasurer
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Roosevelt Warm Springs Foundation
How much does Roosevelt Warm Springs Foundation give each year?
Roosevelt Warm Springs Foundation gave $262K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $176K across 4 grants.
What is Roosevelt Warm Springs Foundation's typical grant size?
Roosevelt Warm Springs Foundation's median grant in 2025 was $30,000, and its average grant was $37,424, across 7 grants on its 2025 IRS Form 990-PF.
Where does Roosevelt Warm Springs Foundation give grants?
Roosevelt Warm Springs Foundation's top state is Georgia, with 38% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were District of Columbia (31%) and New York (19%). The most frequent recipient cities were Washington, DC (2 grants).
Does Roosevelt Warm Springs Foundation give general operating support?
Yes: 100% of Roosevelt Warm Springs Foundation's 2025 grants with a stated purpose (7 of 7) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Roosevelt Warm Springs Foundation's largest grantees?
Roosevelt Warm Springs Foundation's largest 2025 grantees include Augusta Univeristy Research Institute Inc ($99,067), International Rescue Committee ($50,000) and World Central Kitchen Inc ($50,000), according to its 2025 IRS Form 990-PF. Together they received 76% of its itemized 2025 grant dollars.
How large is Roosevelt Warm Springs Foundation?
Roosevelt Warm Springs Foundation reported $5.8M in total assets on its 2025 IRS Form 990-PF. It paid out $270K in qualifying distributions that year, against a required minimum of $276K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Roosevelt Warm Springs Foundation's EIN?
Roosevelt Warm Springs Foundation's EIN (Employer Identification Number) is 13-5562226. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS August 17, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS August 13, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 24, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS December 21, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 7, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 10, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 14, 2026)
- IRS filings on file for fiscal years 2019–2025
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